Portfolio Builder

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Features

  • Short to medium outlook of Markets
  • Phase-wise portfolio construction
  • Guides for managing your investment portfolio
  • Creation of portfolio over a period of time
  • Long-term investment calls
  • Assistance through email
  • Professional & systematic approach to portfolio
  • Risk management techniques incorporated
  • Quick & Timely follow-up to Trading Positions taken

Benefit

  • Guiding force for creating Balanced and Profitable Portfolio

NOTE: Portfolio Builder service is used by traders & investors focusing solely on constructing a portfolio with balanced and systematic approach.

Holding Period

  • 15 days
  • 3 months
  • 6 months
  • 1 year to 5 year

For whom?

  • Long-term investors
  • Portfolio Managers
  • Investors seeking professional assistance for creating their portfolio
  • HNIs (High Networth Individuals)

Basic Requirement

  • Investors focusing on portfolio specific returns

Mode of Recommendations

  • Email and SMS
Portfolio Builder service Monthly Quarterly Half-yearly Yearly
Fees (Rs) Rs 2,500/-

Rs 6,750/-

Rs 13,000/-

Rs 22,500/-

 

Bank Account Details 

To deposit fees by cash/online transfer/cheque into our Bank account, Click here to know Bank Account details.

 

If you have any queries, please call on +91-9428293139

or

If you want us to call you back, please fill the form, Click Here to fill the form.

 

Copyrights © Dhaval P Vyas Investment Research   All rights reserved.

 

 

 

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